Evaluation Tutorial

Below are the video tutorials on completing an evaluation. Please choose the video that corresponds with the requests you're evaluating: grants or scholarships.

Evaluate a Grant Request

Evaluate a Scholarship Request

Completing Evaluations

When clicked, the Review icon and text will direct you to the Evaluation page. This page houses your evaluation form as well as other important information.

1. At the top of the page you can do the following:  
   • View the process name.
   • View applicant and organization contact information (please note that these may be blank depending on how the administrator has set up the site).
     • If you are evaluating for SLM, you will only see applicant information. Organization information is specific to GLM.
   • Access the Organization History page by clicking on the blue hyperlinked organization name.
     • This is only applicable to board members who are evaluating within a GLM system.
   • View previously submitted forms in the Request tab.
   • View uploaded documents and request comments.
   • View charity check information if applicable.  
2. Next you will see the evaluation form that you are tasked with completing.
   • Note: Depending on how the site administrator has set up the evaluations, you will either see Your Evaluation on the left side of the page with the application and/or LOI on the right side; or you will see tabs at the top of the page where you can toggle between the evaluation form and the application and/or LOI.
   • You may create a PDF of the evaluation form with your responses by clicking on the Evaluation Packet button.
3. When viewing the Application or LOI, you can toggle between the two by clicking the View "Form Name" drop-down list.
   
   • The option to toggle between forms will only appear when evaluating the application and is dependent on if the LOI form was used.
4. If documents have been uploaded to the form, you can view these within the site by selecting the Document Viewer button.
   • This feature can also be accessed by clicking on the eye icon next to any uploaded document within the form.
   • Within the document viewer you can page and zoom on documents, switch between uploaded forms, and download documents using the download icon.

Finally, you can complete the evaluation form. You can scroll through the LOI and/or application form as needed. 

1. Notice you can also see Administrator Comments on the application or LOI form, when applicable.
2. If the Share option was turned on, evaluators can click the Show responses from other evaluators icon to see other evaluators’ responses for that question directly from the form.
   
   
3. If you prefer to view evaluation forms on the right side of the screen, click on the double arrow icon between the forms to switch your preference. The setting you choose is saved automatically and applies to future evaluations for the process.
   • This option is only applicable if your site administrator set up the evaluations to appear next to the application and/or LOI instead of on separate tabs. 
4. On the evaluation form, fields with an asterisk are required fields and must be completed. 
5. The system will automatically save your answers as you complete the evaluation form.
6. You can use the vertical divider line between the evaluation and the application or LOI to resize each section.
   • This option is only applicable if your site administrator set up the evaluations to appear next to he application and/or LOI instead of on separate tabs. 
7. Once you have completed the form, click Save at the bottom of the page.
   
   • This will take you to a Confirmation page.
     • Any required questions that were not completed will be listed on this page. 
   • Note that until all of the required questions have been completed, the status will not be updated from a red exclamation mark to the green checkmark.
   • Clicking Next Pending Evaluation will take you to your next assigned evaluation.
   • Clicking Return to Dashboard will take you back to your dashboard where evaluation assignments are listed.
     
     
8. You can return to a completed evaluation form and change your responses up until the time that the administrator closes the evaluation stage by clicking back onto the review icon and text on the Dashboard.

Logging out of the system

To logout of the system, click on your name in the top right corner of the page and click Sign Out.